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MRSH

Marsh

880 hedge funds and large institutions have $38.6B invested in Marsh in 2020 Q1 according to their latest regulatory filings, with 86 funds opening new positions, 312 increasing their positions, 330 reducing their positions, and 118 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.09% more ownership

Funds ownership: 88.61%88.7% (+0.09%)

5% less repeat investments, than reductions

Existing positions increased: 312 | Existing positions reduced: 330

5% less funds holding

Funds holding: 923880 (-43)

22% less capital invested

Capital invested by funds: $49.8B → $38.6B (-$11.1B)

27% less first-time investments, than exits

New positions opened: 86 | Existing positions closed: 118

33% less funds holding in top 10

Funds holding in top 10: 1812 (-6)

45% less call options, than puts

Call options by funds: $19M | Put options by funds: $34.7M

Holders
880
Holders Change
-43
Holders Change %
-4.66%
% of All Funds
19.39%
Holding in Top 10
12
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-33.33%
% of All Funds
0.26%
New
86
Increased
312
Reduced
330
Closed
118
Calls
$19M
Puts
$34.7M
Net Calls
-$15.6M
Net Calls Change
-$20.8M
Name Holding Trade Value Shares
Change
Change in
Stake
BCWM
551
Bartlett & Co Wealth Management
Ohio
$494K -$127K -1,188 -17%
SGI
552
Summit Global Investments
Utah
$488K -$344K -3,230 -36%
WSFS
553
Wilmington Savings Fund Society
Delaware
$486K +$232K +2,180 +63%
BBVA
554
Banco Bilbao Vizcaya Argentaria
Spain
$476K +$19.1K +179 +3%
S
555
SimplyRich
California
$475K
GC
556
Grimes & Company
Massachusetts
$474K -$53.3K -500 -8%
MPAM
557
Murphy Pohlad Asset Management
Minnesota
$472K -$10.1K -95 -2%
SI
558
Stephens Inc
Arkansas
$472K +$69.6K +653 +14%
KM
559
Kalos Management
Georgia
$472K +$483K +4,535 New
RCM
560
RNC Capital Management
California
$469K +$579K +5,430 New
UBG
561
United Bank (Georgia)
Georgia
$467K -$111K -1,040 -16%
ACP
562
Ashfield Capital Partners
California
$462K
MYIA
563
Mount Yale Investment Advisors
Colorado
$461K +$160K +1,504 +39%
LS
564
Livforsakringsbolaget Skandia
Sweden
$459K +$160K +1,500 +39%
OC
565
Oppenheimer & Co
New York
$458K -$70.5K -661 -11%
ROTUOC
566
Regents of the University of California
California
$450K
NA
567
NewEdge Advisors
Louisiana
$450K +$32.1K +301 +6%
TI
568
Truehand Inc
New Hampshire
$446K
IC
569
Inscription Capital
Texas
$444K
CCA
570
Checchi Capital Advisers
California
$443K +$21.3K +200 +4%
IDBONY
571
Israel Discount Bank of New York
New York
$432K +$51.6K +484 +11%
O
572
Ossiam
France
$428K +$329K +3,083 +165%
S
573
SignatureFD
Georgia
$426K +$119K +1,119 +29%
JFL
574
Jarislowsky, Fraser Ltd
Quebec, Canada
$423K
CAAS
575
Capital Asset Advisory Services
Michigan
$422K -$13.4K -126 -3%

MRSH Hedge Fund Activity: Q1 2020 in Review

880 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in Marsh (MRSH) for Q1 2020, worth a combined $38.6B — down 22% from $49.8B a quarter earlier.

Sellers outnumbered buyers: 118 funds closed out of MRSH and 86 opened new positions — a net loss of 32 holders — while 330 trimmed existing stakes and 312 added.

The largest buyer was Massachusetts Financial Services, adding an estimated $305M. The largest seller was Capital Research Global Investors, cutting an estimated $385M.

  • 880 institutional investors held Marsh (MRSH) as of Q1 2020, down from 923 in Q4 2019.
  • Funds reported $38.6B of Marsh stock for Q1 2020, down 22% quarter-over-quarter.
  • 86 funds opened new Marsh positions in Q1 2020 and 118 closed out, a net change of -32 holders.
  • The largest Marsh buyer in Q1 2020 was Massachusetts Financial Services, an estimated $305M added.
  • The largest Marsh seller in Q1 2020 was Capital Research Global Investors, an estimated $385M sold.

Based on aggregated 13F filings for Q1 2020.